✔
Available
on Grow and Scale
subscriptions 1
SharePoint is a web-based document management and storage system that enables you to share files and resources.
Within Teamwork.com, you can add files
to your projects from your SharePoint
account.
Linking files from SharePoint
Once the integration has been enabled, go to
the Files area of the project.
Click the File
Integrations button in the top right
and select SharePoint from
the dropdown menu.
If SharePoint is the only file
integration currently enabled, it will appear
instead of the File
Integrations button.
In the SharePoint modal, you will see
any files and folders within the root folder
set for the project.
Select the file(s) you want to link in to
your project, using the checkboxes to the left
of the file names.
When you click Link-in Selected
Files, you can set:
- Basics - choose a file category
- Privacy - who can see the files
- Access - set SharePoint access
rights
- Everyone in this project can view the
document(s)
- Everyone in this project can edit the
document(s)
- Manage the access rights from within
SharePoint
Once you link in the file(s) to your
project, you will see SharePoint denoted below
the file name.
Hover over the file to reveal the additional
options.
Options in the SharePoint files modal
Within the SharePoint modal for linking
files, you can:
- Search for files in SharePoint
- Upload files directly to SharePoint
- Create new folders in SharePoint
- Duplicate the selected file(s)
- Select all/none
- Delete selected file(s)
- Note: Using the delete option
in the SharePoint modal will delete
the original file from
SharePoint.
Attaching SharePoint files to project items
You can also attach files from SharePoint to
project items such as tasks, comments, and
messages.
To upload a new SharePoint file, click the
paperclip icon on the project item and select
the SharePoint option. For tasks, go to
the Files tab of the task form when
adding or editing a task.
To attach a SharePoint file that is already
linked in to the project, use
the Select from Existing
Files option.
Allowing external access to SharePoint files
Depending on the access permissions you
have set up, some users on your project
may not be able to access linked
SharePoint files.
To allow non-SharePoint users (or users
not currently logged into their Office 365
account) to be able to access these files
within Teamwork.com, you would need to enable external file
sharing in SharePoint.
Alternatively, if you do not want to
enable external links, you can select
the I'll manage the access rights
from within SharePoint option
when linking in specific files to the
project.
1. Also
available on legacy
subscriptions: Premium,
Enterprise.